Member Info for viable

@ 09:45 ET
https://money.tmx.com/en/quote/TAL
39.5c
Have done the math on PTAL before EBITDA but would guess others have already estimated the extraordinary $ per annum accumulation. More wells to come in the Vivian and Constitucion to be drilled at some point.

@ 08:33 - Very useful indeed. I had planned to throw a bit of cash in here first thing but another horizontal drill appeared elsewhere. Will have to postpone yet again. Will follow comments daily.

Done. That's now an empty kitty.

Surprised. Feeling the draught here. Hope the next stage of Phase 2 is not too far off.
Patience needed.

Scratched around adding another 5k. Pity I didn't time it better as the late drop to 87.50p was unexpected.

Fortunate being able to squeeze in another add-on @ 21.4p just before the bell.
Day traders taking their profits might have been the cause.
Have kept another sum aside in case there is a weak start tomorrow.
Alternatively thinking of following up on Legache's SQZ comment. Undecided there.

@ 08:01
". . . underpins the forecast revenues now for 2022".
Added another £1k.

https://www.perupetro.com.pe/wps/wcm/connect/corporativo/7318e1ef-aaa2-4c91-8313-7d2090cba5fa/Producci%C3%B3n+l%C3%ADquidos.pdf?MOD=AJPERES&liquidos

New numbers out for Saramuro. They are okay. I note the current there is strong. See -
https://www.bing.com/videos/search?q=saramuro&docid=608030647551802974&mid=C5F169FD924172FFCC31C5F169FD924172FFCC31&view=detail&FORM=VIRE

Let the side down a bit @ 08h00. Added 1k to JSE but have left PTAL unmolested.
Investment fundamentals are very similar.
I may top slice here @ 50p.

@ 21:04 - Good question and good points.

First I tend to go along with the idea that Brent will be >$80 for a spell. In addition, all things based on logic, Blakeley & co. have a winning formula. I believed in it @ ~60p but was slow to pull the trigger. It should have been obvious to us as soon as Brent went past $55 and the majors were inclined to dump assets.

My AIM-type selection consists of profitable enterprises only, and fortunately there are a handful available. Jadestone is one of them and will not be relinquished without a very valid reason. Ardern and acolytes are well meaning but capable of vacillating. In this instance fence-sitting (remote) on Maari is possible but I am not deterred. This is a company of many facets.

More Can$ buys than I have previously noted. Stock on TSX must be hard to come by.

Reflected yesterday how laid back MZ is . . . never seems flustered . . .
and quietly confident 25k bpd will be reached in no time.
I still think we ain't seen nuthin' yet re Bretana extension potential plus Constitucion.
(Brent reached $79.90 earlier today.)

Not that I know too much about the stock but it could become problematic at some point. Glad to have added a while back. Assuming Brent continues at its present rate JSE demand will increase.

Valaris might have been held back with a workover snag at H6 but should now be busy at Skua.

https://www.perupetro.com.pe/wps/wcm/connect/corporativo/7318e1ef-aaa2-4c91-8313-7d2090cba5fa/Producci%C3%B3n+l%C3%ADquidos.pdf?MOD=AJPERES&liquidos

Pretty damn good.
No comment is really required here.
Presumably 240k barrels are also en route to Manaus.

". . . structural mapping has highlighted a major long-lived structure on the northern flank of the Kakamega dome
combined with a number of occurrences of gold-in-stream anomalies that appear never to have been followed up".

https://advancegold.ca/wp-content/uploads/2021/05/1305MD.pdf

It would appear Rosterman is on the dome's northern flank. So where are its southern, eastern and western edges? More investigation next week.

I expect a 3m oz resource or even greater. Holding tight with existing stake and relying on Yuri's considerable experience dating back to Acacia days. And would especially like to learn more on regional granitoids plus mapping of the dome. Still early days here but an accelerated drilling programme is indicative of growing confidence and expectations. Hola!

@ 10:04 - On reflection it could follow Talisman's path. Some time off though.
PS. There might be figures from H6 next week followed by an update on Skua.

$78 (b)reached.
Was diverted by TXP news so have added there.
Mildly surprised we didn't do better today.

. . . and again today.
Emphatically all buys bar one.
I am certainly not a star investor but remain well satisfied with the stock. Movement might be scant but there is a divi receipt within days. With Brent @ $78 and gas in heavy demand in Asia there is every prospect of SP gains early next week. The apparent limitless supply of stock will dry up and MMs will be scratching around.

Thanks, Sturm.
Shall clear out of ENQ and bring the pennies here. SP could quite easily settle here @ 21p tomorrow.
Have gone through the warrants' issue several times without reaching a clear-headed conclusion.

I also keep a weather eye on GTE (Guidry) involvement, never sure what their next step will be. His predecessor, Dana Coffield, left under something of a cloud owing to Peruvian misadventure. Subsequently it was decided they had no future in the country preferring to focus attention on Colombia. So will they change their tune when further huge reserves are discovered?

My recall has faded in the mists of time but see -
https://www.grantierra.com/press-room/article/156-gran-tierra-energy-announces-oil-discovery-in-peru
I'll try another search on Bretaña Norte Exploration Well because of a suspicion we have a monster field stretching to the south.

@ 08:50 - Does anyone here regard the Barc target as realistic whilst we are on the subject?